Member Info for Laura2022

Morning scdm

The charts are the most decimated they have ever been, this should be the luanxh for at least 20p , if not more

Happy Easter LL

The big hurdle for Miri is currently on last interims they lost £5mln making £390,000 revenues

They need to find a way to reverse this?

Happy Easter too

And a very thorough and well balanced summary ,

Very many thanks LOTM

Bank holiday Monday

Re opens Tues

Off topic Rick JIM looks set

Well done here

Lotm

Thanks for the research here and I'm certainly watching

Will they need to find additional funds or will the excellent recent contracts mitigate?

From.recent half year

As previously noted, substantial progress has been made on cost-saving initiatives. The cash cost base for the last quarter of FY2024 was approximately £750k per month, and the expected cost base for FY2025 is approximately £8m for the year. Cash at the year-end stood at just under £4.8m, reflecting disciplined financial management.

They can't do the GM until after 30th Sept as below:

The Advanced Payment of $375,000 is made pursuant to a Promissory Note under which interest of 7.5% is payable and the amount is secured against certain tangible assets of the Company. 

 

Operational Update

                            

On 31 March 2025 the Company had an unaudited cash balance of approximately $850,000 and since the beginning of February 2025 has taken action to reduce expenditure, The Agreement will require the re-hiring of a minority of these members of staff, and it is anticipated that the Company's existing cash balances combined with the minimum funding under the Agreement following Completion will satisfy the Company's funding needs into 2026.

In addition to the terms above, from Completion, the Agreement also contains the Asset Purchase Option, whereby Circulogene has the option but not an obligation, by the later of 30 September 2025 or sixty (60) days after Completion (the "Option Window"), to acquire the licensed IP, the leased equipment and all other applicable licenses for a consideration of $6,200,000

You were completely wrong on OBD last 6mths as you will be here

Filtered

Neon

Nothing is going to happen till the earliest Sept (GM) so please just focus on your your own stuff

Neon

I sold half for 200%+ but still expect further gains

I put the profits into JIM

I am in agreement

Mover of the week next week , once sellers are replaced by buyers like happened at CMO( 500%) THRU ( 200%+) these can move quickly

Morning OSD

It's been tough landscape for not just AIM but FTSE 350 etc

However, as you say, the progress is tangible, revenues will have increased and losses down ( see last update )

Plus now 3 new contracts, a JV with Weatherden, a3rd peer review and a regulatory environment that REQUIRES drug companies to use A.I, mathematical modelling etc .

Plus , some of lowest salaries on AIM

And of the £1.2mln cap , about £700k cash

Nice 2.5mln buy at the end of Thurday as spotted by Troutisout1

Very good 2 page blog , when you look at Weatherden website (thanks for KingH) it is very impressive

What this means for Investors 

The new guidance marks a pivotal shift in how dosing strategies for oncology drugs are developed and evaluated. From a biotech investor’s perspective, this guidance offers several promising implications: 

Enhanced Clarity in Drug Development: 

The FDA is advocating for more rigorous, data-driven approaches in dose optimization, including comprehensive exposure–response analyses and adaptive trial designs. This clarity reduces regulatory uncertainty, potentially streamlining clinical development pathways and lowering the risk of costly late-stage failures. 

Improved Safety and Efficacy Profiles: 

By emphasizing the importance of optimizing dosages to balance efficacy and safety, the guidance could lead to therapies with more favourable risk–benefit profiles. This not only enhances patient outcomes but also increases the likelihood of achieving smoother regulatory approvals, thereby enhancing the commercial prospects of new therapies. 

Acceleration of Personalized Medicine: 

The push for incorporating biomarkers and individualized dosing strategies aligns well with the broader trend toward precision oncology. Companies that leverage these approaches may benefit from faster development timelines and more compelling clinical data, making them attractive targets for investment. 

Potential for Cost and Time Savings: 

With clearer guidelines on what constitutes an optimal dosing strategy, biotech firms can design more efficient trials. This can lead to reduced development costs and shorter time-to-market—a critical factor in a competitive landscape where speed is often linked to market advantage.

“In summary, the FDA’s updated dosing guidance for oncologic therapies is poised to drive innovation and efficiency in the drug development process. Its emphasis on precision, safety, and adaptability not only supports industry advancements but also creates a more favourable investment landscape in the biotech sector.” 

Good point GLG

GLG

Absolutely , but I'd imagine it's more to keep the religious Russians appeased

Not true Carlito- it's merely for Eastee

Russian President Vladimir Putin announces an "Easter truce'' in Ukraine, according to reports

Putin says there will be a temporary end to hostilities from 16:00 BST today until 22:00 BST tomorrow (00:00 Moscow time)

Putin adds he assumes Ukraine will follow the truce and Russian troops are ready to repel any possible violations

It's unclear whether Ukrainian President Volodymyr Zelensky has accepted the terms of the truce

You don't want a rights issue

They totally wipe out equity holders on every one that's happened last 3yrs+

Take PFC for example

If they don't produce accounts by30th WG would suspended

And during that suspension it either comes out with the 35p offer and you've made 55-60%

OR

They walk away during suspension and WG has other skeletons

Take your pick

Ukraine started the day with, for once, the diplomatic wind in its sails.

It had finally agreed a mineral deal "framework" with Washington. An agreement that would see the US invest in Ukraine's recovery, in return for a share of the country's future profits from its natural resources, energy infrastructure and its oil and gas.

There had also been a first round of peace talks between American, European and Ukrainian officials in Paris, which had been hailed as "positive".